Public Sector Retirement Plans Advisor | Hybrid

MissionSquare; Rockford (IL); Hybrid; USD 85,000 - 127,000; Full time

Benefits offered by this job

Competitive total rewards package

Hybrid work schedules

Tuition reimbursement

Professional and career development

Wellness programs

Volunteerism initiatives

Job summary

MissionSquare in the Greater Chicago area seeks a results-driven financial services professional to conduct on-site consultations, deliver retirement education to diverse clients, and lead annual plan reviews for employer-sponsored plans. You will build relationships with plan sponsors, promote enrollment strategies, and drive growth of retirement solutions.

Ideal candidates have 3–5 years of related experience, Series 65 licensing, and strong sales and customer service skills; Spanish bilingual

Qualifications

• 3–5 years related experience in financial services sales strongly preferred.
• Series 65 licensing required.
• Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans.
• Experience with IRAs, 401(k)s, 403(b), 401(a), or DB plans.
• Demonstrated ability to market and service a geographically diverse client base.

Responsibilities

• Conduct one-on-one consultations on-site at employers, engaging participants and improving outcomes in investment education, enrollment, savings rates, outside asset acquisition, and account level retention.
• Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies
• Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes
• Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators
• Proactively schedule, organize and market all daily activities and onsite client visits
• Exceed all assigned production, activity, and service-related goals
• Record all daily activity in contact management systems accurately
• Identify and refer new group or individual business opportunities to the appropriate manager
• Represent MissionSquare at benefit fairs, conferences, and other events promoting retirement security for public sector employees
• Perform other duties as assigned.

Skills

Sales experience

Strong communication

Spanish bilingual

Education

Series 65 licensing required

Job description

MissionSquare in the Greater Chicago area seeks a results-driven financial services professional to conduct on-site consultations, deliver retirement education to diverse clients, and lead annual plan reviews for employer-sponsored plans. You will build relationships with plan sponsors, promote enrollment strategies, and drive growth of retirement solutions.

Ideal candidates have 3–5 years of related experience, Series 65 licensing, and strong sales and customer service skills; Spanish bilingual